Blogs

Sales usually goes hand in hand with CRM in business operations. Therefore, having a proper sales automation tool is essential to be effective. The question remains however, how can the Microsoft Dynamics 365 become a sales tool?  Before we answer, what is sales automation?   Sales automation is mechanical help with tasks that usually take too long along with CRM tools and artificial intelligence classifying and sorting the information to capture the most relevant for each business. Sales automation therefore, benefits your sales teams and business as a whole.  The answer is:  By discovering Touchdown add-on !   Touchdown  has recently ...

Ah Portals, our favorite child of Microsoft Dynamics CRM. It's been around for while and people have gotten used to it as a piece of the D365 picture. However, people are starting to pick up on the fact that the Power Platform has a Portal offering too? Is this the same thing? How do Portals fit into the picture of Power BI, Power Automate, and Power Apps? Portals and Customer Engagement Well I suppose the first thing to clear up is how Portals fit into Dynamics 365 Customer Engagement. And to do that, we need to clear up how Dynamics 365 Customer Engagement fits into Dynamics 365. Well for starters, it's not Dynamics 365 Customer Engagement ...

Hello D365CE/CRMUG presenters, supporters and experts: I’d like to announce that the Call for Proposals for Summit North America 2020 in Nashville, TN. We are all hoping and praying the world will be back to its new normal by that time, and we are planning positively with that in mind. You received this email because you are a UG supporter who has shared your talents and expertise with other Dynamics 365 Customer Engagement users at conferences, chapter meetings and/or webinars. Thank you for delivering, educating, building, and supporting the user group mission for Dynamics 365CE and Dynamics Customer Engagement. In 2019 for Summit North America, we received ...

D365 CE Team Member License Enforcement, how will this impact your users? The April 2020 Wave 1 release for Dynamics 365 Customer Engagement will include a change that may impact users in your company that currently have the Team Member license assigned to them. You may have already received an email from Microsoft making you aware of the upcoming change. So how exactly will this impact these users? The biggest change will be access to existing apps in CE. There will be new applications released that are specific to this Team Member license. New Team Member License Apps Customer Service Team Member Sales Team Member Project Resource Hub ...

I created this project with the purpose of helping people develop js web resources. This project can help you with design, coding, testing and make your web resource production ready. If you have any questions, feel free to ask. The project will also have little helper code to make coding easier. https://github.com/rexkenley/d365js

You cannot export the Default Solution as a Managed Solution, and you cannot deploy a complete Default Solution from Microsoft Dynamics CRM on-premises to Microsoft Dynamics CRM Online or the other way around. You can deploy a custom Solution between two Microsoft Dynamics CRM 2013 systems that use either platform. Hitachi Interview Question Explain OOPS concept OOP Features Object Oriented Programming (OOP) is a programming model where programs are organized around objects and data rather than action and logic.  OOP allows decomposition of a problem into a number of entities called objects and then builds data and functions around ...

One of the key things in CRM is to work with Queue items. Once the case has been created in CRM, We move the case to a particular queue manually or automatically with the help of Route Queue functionality which is available OOB .  The main advantage of adding case to queue is that the concerned team would work on that case and it gets resolved by the concerned people. To Pick the queue items from the queue, Microsoft has provided OOB Pick button on the queue. This will automatically assign the case to that particular user.    The key thing which I want to share with you is once the queue item i.e. Case is picked from the queue, the ...

This post is to demonstrate that you can publish entity customization with the help of C# code. In one of the project which I was working on faced the issue of publishing entity customization from web client. I was getting generic SQL error "SQL timeout error".   It was very hard to publish the changes from web client and deliverable were also impacted. I searched over the internet and found that we can publish the changes using C# code without facing any issue. Sample code _serviceProxy.Execute(new PublishXmlRequest             {                 ParameterXml = @"                     <importexportxml> ...

There are many schools of thought when it comes to learning styles. One I have found to resonate well with adult learners and the Microsoft Dynamics 365 platform are the VARK learning styles. VARK stands for the four main learning styles: Visual, Auditory, Reading & Writing and Kinesthetic. What is VARK and how can it apply to CRM training? The VARK theory says that you have a primary learning style. While you may be influenced by other learning styles, there is one primary area where learning comes easier. Understanding these four key ways adults learn can help us to plan and deliver useful, lasting CRM training to our end users. Visual ...

The dust has settled from Summit North America, but the excitement and energy remain in the air! As we all return home to our normal schedules, we want to recognize members of the community who keep the buzz and energy going strong in our community. This week we are thrilled to recognize our most engaged CRMUG Member of the week, Rex Tan! He was engaged at Summit, and continues to stay engaged and active in the community! Many of you may have seen him present at Summit, or have seen his face and name around the online community. I hope you can find a couple of minutes to take in what he had to say about being an engaged member in the CRMUG Community.   ...